Semiconductor Manufacturing & Supply Chain
Major semiconductor manufacturers' capacity expansion, facility investments, and supply chain localization efforts reshaping global chip production and geopolitical competition.
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Today in Semiconductor Manufacturing & Supply Chain
AMD's chief executive has signaled major investment commitments during Asia visits aimed at addressing semiconductor supply-chain constraints through regional expansion or strategic partnerships. The company is prioritizing efforts to reduce dependency on concentrated manufacturing and logistics nodes that have historically created chip availability disruptions. These investments could reshape regional manufacturing capacity for AI and computing infrastructure while influencing broader industry capital allocation patterns and supply dynamics. The move reflects ongoing industry efforts to build more resilient and geographically distributed production networks following previous supply-chain bottlenecks.
- Single sourceabout 11 hours ago
AMD chief executive signals major investment plans during Asia visits
AMD CEO plans tens of billions in investment during Asia tour to address semiconductor supply-chain bottlenecks.
MarketWatch
- Single source8 days ago
TSMC explores opening another American factory for semiconductor production
TSMC is reportedly considering a second U.S. manufacturing site to expand its chip-making capacity in America.
MarketWatch